Software solution

Lead Management Software That Gets Every Enquiry to the Right Person

Capture leads from forms, calls, ads and marketplaces, score and route them in seconds, and see exactly which sources turn into revenue.

• Explore features

What our lead management software does

For many businesses the problem is not a lack of enquiries; it is what happens to them. Web forms land in a shared inbox, phone enquiries are scribbled down, portal leads arrive by email, and nobody is sure who followed up. Syntrix Leads captures every enquiry automatically, enriches and scores it, assigns it to the right person within seconds and tracks follow-up until it is converted or closed.

It is deliberately focused on the top of the funnel. When a lead is qualified, it moves into your CRM software as a deal — ours or the one you already use.

Who it is for

• Businesses with high inbound volume — property, education, automotive, home services, finance, healthcare.
• Multi-branch organisations that need leads routed by location, product or language.
• Marketing teams that need to prove which campaigns produce revenue, not just clicks.
• Agencies and lead-generation businesses distributing leads to clients or partners.

Our real estate and education industry pages describe typical enquiry flows in those sectors.

Key capabilities

Capture from every channel

Website and landing page forms, chat, call tracking, email parsing, social lead forms and property or marketplace portals all create leads automatically, with source and campaign attached.

De-duplication and enrichment

Repeat enquiries are matched to existing leads instead of creating duplicates. Company data and location are added where available.

Scoring and qualification

Rule-based scoring on fit and behaviour, with optional AI scoring trained on your historical conversions. AI can also summarise free-text enquiries so the salesperson sees intent at a glance.

Instant routing

Round-robin, territory, product, language or capacity-based assignment, with escalation if a lead is not contacted within your target time.

Follow-up and nurture

Task sequences for sales, plus automated email and SMS nurture for leads that are not ready yet.

Source-to-revenue reporting

Cost per lead, speed to contact and conversion by source and campaign, connected to closed revenue from your CRM or ERP.

Implementation

We map every lead source and the current handling process, set up capture and routing rules, connect your CRM and telephony, and import historic leads for reporting baselines. Complex routing or enrichment logic can be extended through our business automation service.

Next step

Request a demo and we will capture a test enquiry from a form similar to yours and follow it through scoring, routing and follow-up in real time.

• At a glance

  • Platforms

  • Integrations

  • Pricing

• Built for

  • Real Estate

    Property management, lettings, lead handling and tenant portal software for estate agents, landlords and property managers who want less admin and faster responses.

  • Education

    Software for schools, colleges and training providers: admissions, attendance, fees, timetables, gradebooks and parent communication in one connected platform.

  • Professional Services

    Client portals, CRM, project and time tracking, billing and AI-assisted document workflows for consultancies, agencies, law and accountancy firms.

  • Finance

    Secure software for lenders, brokers, accountancy practices and fintech teams: client portals, workflow automation, reporting and integrations with financial systems.

Features

Lead Management Software features

• Multi-channel capture

  Forms, chat, calls, emails, social ads and portals create leads automatically.

• Duplicate matching

  Repeat enquiries are linked to existing leads and contacts.

• Lead scoring

  Rule-based and optional AI scoring on fit and intent.

• Instant routing

  Assign by territory, product, language, round-robin or capacity.

• Speed-to-lead alerts

  Escalate when a lead is not contacted within your target time.

• Nurture sequences

  Automated email and SMS follow-up for leads not yet ready to buy.

• Source-to-revenue reporting

  Conversion and revenue by source, campaign and team.

Modules

Modular by design — use what you need

Start with the core and switch on modules as you grow. Every module is configurable to your processes.

• Capture

  Form builder, APIs, email parsing, call tracking and portal connectors.

• Qualification

  Scoring rules, AI summaries, enrichment and qualification checklists.

• Routing

  Assignment rules, availability, escalation and reassignment.

• Follow-up

  Task sequences, reminders, email and SMS templates.

• Reporting

  Funnel, speed-to-lead, source ROI and team performance.

Benefits

The difference it makes

• Faster response

  Leads reach the right person in seconds rather than hours.

• Higher conversion

  Consistent follow-up and prioritisation improve win rates.

• Smarter marketing spend

  See which sources produce revenue and reallocate budget.

• Full accountability

  Every lead has an owner, a status and a history.

Who it's for

Designed for your team

• Sales and admissions teams

  A prioritised queue of fresh, qualified leads.

• Marketing managers

  Reliable attribution from source to revenue.

• Branch and team leaders

  Routing control and speed-to-lead monitoring.

• Lead distribution businesses

  Rules-based allocation to clients and partners.

Integrations

Connects with your tools

• Website and landing pages

  Embedded forms or API submissions with UTM tracking.

• Ad platforms

  Lead form sync from social and search advertising.

• Call tracking and telephony

  Calls logged as leads with source attribution.

• CRM systems

  Qualified leads pushed as contacts and deals.

• Email and SMS providers

  Nurture and notification messaging.

Documentation

Technical information & deployment

Deployment options

A cloud web application on Azure or AWS with a mobile-friendly interface for field sales. Dedicated hosting in your own subscription is available.

Capture methods

• JavaScript form embed or server-to-server API with API keys.
• Inbound email parsing for portal and partner leads.
• Webhooks from ad platforms, chat and call tracking tools.

Every lead stores its raw payload, source, campaign parameters and consent status.

Data protection

• Consent captured at source and stored with the lead.
• Role- and territory-based access so teams see only their leads.
• Encryption in transit and at rest, audit logs and configurable retention for unconverted leads.

AI features

Optional AI scoring and enquiry summaries use enterprise LLM APIs or models trained on your own conversion data. Scores are explained with the main contributing factors, and routing rules can use or ignore them.

Technical information

ASP.NET Core, PostgreSQL, React front end, REST API and webhooks.

Onboarding

1. Map lead sources and current handling.
2. Configure capture, de-duplication, scoring and routing.
3. Connect CRM, telephony and messaging.
4. Import historic leads for baseline reporting, then train teams.

• Technology stack

  • ASP.NET Core

    ASP.NET Core is our default framework for secure web applications and REST APIs: fast, cross-platform and well suited to complex business logic and integrations.

  • React

    We build responsive, accessible React front ends for dashboards, portals and SaaS products, backed by clean APIs and a component library you can maintain.

  • PostgreSQL

    PostgreSQL is our open-source database of choice for SaaS platforms and cost-sensitive systems, with strong reliability, JSON support and vector search for AI features.

  • REST APIs

    Well-designed, documented REST APIs that connect web and mobile apps, partners and third-party systems such as payments, ERP, CRM and logistics platforms.

Case studies

Lead Management Software in action

• AI Support Assistant for a B2B SaaS Company

  How a B2B SaaS company deployed a grounded AI support assistant that resolves 42% of conversations on its own and hands the rest to agents with full context.

• School Group Digital Transformation

  How a five-school trust replaced six disconnected tools with one school management platform and parent app, cutting admin time on attendance and fees by around 40%.

Portfolio

Related projects

• AI Sales Assistant for B2B Teams

  An LLM-powered sales assistant that qualifies inbound leads, drafts tailored follow-ups and summarises accounts from CRM data for a B2B industrial supplier.

• Clinic Appointment Mobile App

  A patient booking app and clinic scheduling back office for a group of private outpatient clinics, with online booking, reminders and secure pre-visit forms.

• Fleet Logistics Tracking App

  A driver app and dispatch dashboard for a regional delivery company, with live vehicle tracking, digital proof of delivery and optimised route sequencing.

What our clients say

• We used to lose half a day's takings every time a store's broadband went down. Since the new tills went in, outages barely register, and head office can change a price at lunchtime and see it on every shelf-edge promotion by the afternoon.

• Parents now have one app instead of four, and our office teams have stopped spending Monday mornings chasing absence calls. The migration was the part we worried about most, and the trial runs meant there were no surprises on go-live day.

• The assistant resolves the repetitive how-do-I questions and hands everything else to us with a proper summary. Our agents spend their time on the tricky tickets now, and customers get answers at 2am without us adding a night shift.

Services

Services to tailor and extend it

• CRM Development

  Custom CRM development for sales, account management and service teams — pipelines, customer records, automation and reporting tailored to your sales process and integrated with your systems.

• Business Process Automation

  Business process automation for finance, operations, HR and sales: workflow automation, system integrations and AI-assisted document handling that remove manual, repetitive tasks.

• AI Development

  AI development services from strategy to production: LLM-powered applications, AI agents, chatbots and automation built on OpenAI, Claude and Azure — with security and measurable ROI.

FAQ

Frequently asked questions

• How is lead management software different from a CRM?

  Lead management focuses on the top of the funnel: capturing, qualifying, routing and following up enquiries quickly. A CRM manages qualified opportunities and customer relationships. Our system passes qualified leads into CRM software — ours or your existing one.

• Which lead sources can it capture?

  Website and landing page forms, live chat, phone calls via call tracking, inbound emails from portals and partners, and lead forms from social and search ad platforms. Other sources can connect through the API or webhooks.

• How does lead routing work?

  You define rules based on territory, product, language, lead score, team capacity or round-robin. Leads are assigned within seconds, and if a lead is not contacted within your target time it is escalated or reassigned automatically.

• Can we see which marketing campaigns produce revenue?

  Yes. Source and campaign data are captured with every lead and carried through to the CRM. When deals close, revenue is attributed back, so you can compare cost per lead and revenue by source and campaign.

Guides

Helpful reading

• ERP vs CRM: What's the Difference and Which Do You Need?

  ERP vs CRM explained: what each system does, how they differ, where they overlap, when you need one or both, and how to integrate them without duplicating data.

• AI Web Application Development: A Practical Guide

  A practical guide to AI web application development: use cases, architecture, retrieval-augmented generation, choosing LLMs, security, evaluation, costs and delivery steps.

• How Much Does Custom Software Development Cost?

  What drives custom software development cost: scope, integrations, team, compliance and support, with indicative ranges by project type and tips for controlling your budget.

Follow a lead in real time

Request a demo and we will capture a test enquiry and follow it through scoring, routing and follow-up.

Request a demo and we will capture a test enquiry and follow it through scoring, routing and follow-up.

Contact

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